+95.3%
DOCU vs RACE
+259.4%
-164.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -0.8% |
| 7D | -5.5% | +5.1% | -10.6% | -8.3% |
| 30D | +12.6% | +7.7% | +4.9% | +7.8% |
| 3M | +36.4% | +2.2% | +34.2% | +34.2% |
| 6M | +66.8% | +23.8% | +43.0% | +45.7% |
| YTD | +13.5% | +13.9% | -0.4% | +2.2% |
| 1Y | +11.3% | +3.8% | +7.5% | +5.9% |
| 3Y | +92.1% | +28.0% | +64.0% | +44.8% |
| 5Y | -71.0% | +64.9% | -135.9% | -82.1% |
| All | +95.3% | +259.4% | -164.1% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling